Carson Wealth (CWM LLC)’s Amphenol APH Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$11.5M Buy
116,712
+12,748
+12% +$1.26M 0.04% 361
2025
Q1
$6.82M Buy
103,964
+57,133
+122% +$3.75M 0.03% 438
2024
Q4
$3.25M Buy
46,831
+1,333
+3% +$92.6K 0.01% 591
2024
Q3
$2.97M Sell
45,498
-215
-0.5% -$14K 0.01% 583
2024
Q2
$3.08M Sell
45,713
-1,313
-3% -$88.5K 0.01% 529
2024
Q1
$2.71M Buy
47,026
+17,204
+58% +$992K 0.01% 544
2023
Q4
$1.48M Buy
29,822
+2,846
+11% +$141K 0.01% 656
2023
Q3
$1.13M Buy
26,976
+854
+3% +$35.9K 0.01% 691
2023
Q2
$1.11M Sell
26,122
-258
-1% -$11K 0.01% 680
2023
Q1
$1.08M Buy
26,380
+1,976
+8% +$80.7K 0.01% 643
2022
Q4
$929K Buy
24,404
+3,092
+15% +$118K 0.01% 635
2022
Q3
$713K Buy
21,312
+9,188
+76% +$307K 0.01% 641
2022
Q2
$390K Buy
12,124
+5,250
+76% +$169K ﹤0.01% 808
2022
Q1
$259K Buy
6,874
+2,002
+41% +$75.4K ﹤0.01% 937
2021
Q4
$213K Buy
+4,872
New +$213K ﹤0.01% 999
2021
Q2
$102K Hold
2,980
﹤0.01% 1128
2021
Q1
$102K Sell
2,980
-2,980
-50% -$102K ﹤0.01% 1128
2020
Q4
$102K Hold
5,960
﹤0.01% 1128
2020
Q3
$102K Hold
5,960
﹤0.01% 1128
2020
Q2
$102K Hold
5,960
﹤0.01% 1128
2020
Q1
$102K Hold
5,960
﹤0.01% 1128
2019
Q4
$102K Hold
5,960
﹤0.01% 1128
2019
Q3
$102K Hold
5,960
﹤0.01% 1128
2019
Q2
$102K Hold
5,960
﹤0.01% 1128
2019
Q1
$102K Buy
5,960
+5,716
+2,343% +$97.8K ﹤0.01% 1128
2018
Q4
$5K Buy
244
+64
+36% +$1.31K ﹤0.01% 1504
2018
Q3
$4K Hold
180
﹤0.01% 1373
2018
Q2
$4K Hold
180
﹤0.01% 1221
2018
Q1
$4K Buy
+180
New +$4K ﹤0.01% 1029
2017
Q1
Sell
-528
Closed -$9K 1162
2016
Q4
$9K Hold
528
﹤0.01% 743
2016
Q3
$9K Hold
528
﹤0.01% 708
2016
Q2
$8K Hold
528
﹤0.01% 571
2016
Q1
$8K Sell
528
-128
-20% -$1.94K ﹤0.01% 548
2015
Q4
$9K Buy
+656
New +$9K ﹤0.01% 474